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INVESTMENT MANAGEMENT

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THE ELEMENTS OF OUTPERFORMANCE

By | INVESTMENT MANAGEMENT, ★ Featured | No Comments

In our competitive world, most everybody wants to win – from star professional athletes to teenagers playing video games on their iPhones. For investors, winning often means beating the relevant benchmark. This article identifies three primary elements necessary for outperforming benchmarks and provides advice on how you can increase your chances to come out ahead…

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A FEW BITS ABOUT BITCOIN

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One of the first notable transactions using bitcoin was made in May 2010. A member of an online bitcoin forum posted a message stating “I’ll pay 10,000 bitcoins for a couple of pizzas…” At the time, one bitcoin was trading around fractions of a penny, so not an unreasonable request by this enterprising person. Fast forward to today when the bitcoin price hovers above $4,000, and we can collectively gasp at the thought of spending what would’ve been $40 million for a delicious meal and leftovers…

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HOW TO INCREASE INVESTMENT RETURNS

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An investor can take four actions to increase expected investment returns over time. As shown in the schematic below, these are, in order of increasing difficulty: (a) tilt the portfolio weighting towards risk assets, (b) reduce costs of the portfolio, (c) take advantage of the liquidity premium, and (d) choose and invest with skillful investment managers (or identify attractive investments). This paper will discuss the opportunities and challenges in increasing investment returns via each of these four actions.

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GIVE ME THE BEST (STRATEGY)

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People are inclined to want the best. The best schools for their kids, the best home for their money, the best dish on the menu, and so on. This quest for the best also extends to the investment realm. People want to invest in the best opportunities to grow their money and achieve their wealth goals. Often times, we’re asked to find the best stock, investment manager, deal or “sure thing”…

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SHOULD I SELL OUT OF THE STOCK MARKET?

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Over the past several months many people have asked whether they should take risk off the table by selling some of their stocks. Given the heightened perception of uncertainty in geopolitics and the financial markets, this question is understandable. In response, this article outlines investor concerns, examines various historical facts pertaining to investing in stocks and concludes with advice from The St. Louis Trust Company.

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